Westside Investment Management’s People's United Financial Inc PBCT Stock Holding History

Westside Investment Management’s Portfolio PBCT Stock Details PBCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-400	Closed	-$7	–	854
2022 Q1	$7	Hold	400	–	–	﹤0.01%	655
2021 Q4	$7	Hold	400	–	–	﹤0.01%	633
2021 Q3	$6	Hold	400	–	–	﹤0.01%	643
2021 Q2	$6	Hold	400	–	–	﹤0.01%	632
2021 Q1	$7	Hold	400	–	–	﹤0.01%	604
2020 Q4	$5	Hold	400	–	–	﹤0.01%	567
2020 Q3	$4	Hold	400	–	–	﹤0.01%	581
2020 Q2	$4	Buy	+400	New	+$4.65K	﹤0.01%	572

Other funds holding PBCT

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Westside Investment Management's PBCT Position: Q2 2022 in Review

Westside Investment Management sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 400 shares — an estimated $7 sold.

Westside Investment Management first reported a position in PBCT in Q2 2020 and held it in 8 quarters. The position peaked at $7 in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

Westside Investment Management reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
Westside Investment Management sold 400 People's United Financial Inc shares in Q2 2022, an estimated $7.
Westside Investment Management first reported a position in People's United Financial Inc in Q2 2020 and held it in 8 quarters.
Westside Investment Management's People's United Financial Inc position peaked at $7 in Q1 2022.
5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Westside Investment Management's 13F filing for Q2 2022, filed 15 Jul 2022.